See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,765 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.96% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $545 | $4,810-88.7% | $4,305-87.3% | $4,299-87.3% |
| Participant deferral / active EE | $1,149 | $6,272-81.7% | $5,540-79.3% | $6,507-82.3% |
| Admin fee / account holder | $42 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |